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Employee Service Accounts vs. Client Service Accounts
N/A Programs (Residential, Day, Parenting, Group Service) Both Both Corporate Functions (Training, PTO, Sick … Service accounts are tools that link a client or employee to a service or program. To decide whether to use an Employee or Client Service Account, viewPayroll Module - Admin Guide.pdf
• Group Service Attendance Entries • Parenting Program Attendance Entries • Parenting Program Absent Entries • Client Transportation Entries … the program or profile type g. Service Code (optional): Leave blank to include all service codes for the specified funding source and units (see below), and useCreate Day Program Schedule - Video
Description: The Day Program Schedule Builder allows the supervisor to create a schedule specifically for a chosen day program. The Day Program Schedule Builder has two tabs: Clients Schedules and Employees Schedules. All clients and employees with an active service account for that program will be listedScheduling Module - Day Program Supervisor
Description: In this topic, the user will learn how to use the scheduling module as a supervisor who works with a day program. This useful tool allows supervisors of a day program to: Create a schedule specifically for a day program using the day program schedule builder View employee shifts via the EmployeesPayroll Module - Admin Guide
Entries Residential Program Absent Entries Day Program Attendance Entries Group Service Attendance Entries Parenting Program Attendance Entries … ): The service account type Profile Type (optional): Select the program or profile type Service Code (optional): Leave blank to include all service codesImport Formats - Admin Guide
Insurance Company Group Optional Min Length: 2 Max Length: 20 25 InsurancePayerId String Insurance Company Payer Number Optional Min … Id Yes Must use existing Id in DCI Day Program Field # Field Type Description Required Comments 1 FirstName StringTime Entry - Account Type Group Service
Description: In this topic, the user will learn about the group service account type. The group service account type is for 1: multiple service, meaning one employee working with more than one client. The group service account type may be entered using the following methods: Mobile app Web portal RoleDay Program - Supervisors.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 03/01/2023 Day Program – Supervisors Description: In this guide, the user will learn how to use DCI to supervise a day program. Roles Required: Super User, Supervisor Permissions Required: Day Program Admin Contents Day Program ProfileGroup service.PNG
Scheduling Module - Supervisor
Schedule Report Residential Program Schedule Report Group Service Schedule Report Missed Shift Report Message Templates Message Templates are automated … ) will appear in light blue On Call Shifts (residential and day programs only) will appear in dark blue Offered Shifts will appear in yellow Unpublished Change
